BuyerAssist Integrations

Name: Zapier
Availability: InStock

Put BuyerAssist to work with AI and enterprise-grade automation

Automate smarter with BuyerAssist and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

HubSpot

Marketing Automation

Slack

Team Chat

Jira Software Cloud

Project Management

Pipedrive

CRM (Customer Relationship Management)

Zendesk

Customer Support

Google Drive

File Management & Storage, Google

Freshdesk

Customer Support

Copper

CRM (Customer Relationship Management)

Teamleader Focus

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Slack

Team Chat

Jira Software Cloud

Project Management

Pipedrive

CRM (Customer Relationship Management)

Zendesk

Customer Support

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

Slack

Team Chat

Jira Software Cloud

Project Management

Pipedrive

CRM (Customer Relationship Management)

Zendesk

Customer Support

Google Drive

File Management & Storage, Google

Freshdesk

Customer Support

Copper

CRM (Customer Relationship Management)

Teamleader Focus

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create BuyerAssist contacts from new or updated HubSpot companies
Details
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HubSpot + BuyerAssist
Create BuyerAssist companies from newly created or updated HubSpot companies
Details
Try it
HubSpot + BuyerAssist
Create BuyerAssist opportunities for new HubSpot contacts
Details
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HubSpot + BuyerAssist
Create BuyerAssist companies from new or updated ActiveCampaign contacts
Details
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ActiveCampaign + BuyerAssist
Create BuyerAssist contacts from new or updated ActiveCampaign contacts
Details
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ActiveCampaign + BuyerAssist
Create opportunities in BuyerAssist for new or updated contacts in ActiveCampaign
Details
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ActiveCampaign + BuyerAssist

Create BuyerAssist contacts from new or updated HubSpot companies

Details

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HubSpot + BuyerAssist

Create BuyerAssist companies from newly created or updated HubSpot companies

Details

Try it

HubSpot + BuyerAssist

Create BuyerAssist opportunities for new HubSpot contacts

Details

Try it

HubSpot + BuyerAssist

Create BuyerAssist companies from new or updated ActiveCampaign contacts

Details

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ActiveCampaign + BuyerAssist

Create BuyerAssist contacts from new or updated ActiveCampaign contacts

Details

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ActiveCampaign + BuyerAssist

Create opportunities in BuyerAssist for new or updated contacts in ActiveCampaign

Details

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ActiveCampaign + BuyerAssist

Create new BuyerAssist opportunities from new Pipedrive leads

Details

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Pipedrive + BuyerAssist

Create new BuyerAssist companies from Pipedrive activities instantly

Details

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Pipedrive + BuyerAssist

Create new BuyerAssist contacts from Pipedrive activities

Details

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Pipedrive + BuyerAssist

Create opportunities in BuyerAssist for new Klaviyo events

Details

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Klaviyo + BuyerAssist

Add new Klaviyo events to BuyerAssist as contacts

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Klaviyo + BuyerAssist

Create new BuyerAssist companies from incoming Close opportunities

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Close + BuyerAssist

Create new BuyerAssist opportunities from new Pipedrive leads
Details
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Pipedrive + BuyerAssist
Create new BuyerAssist companies from Pipedrive activities instantly
Details
Try it
Pipedrive + BuyerAssist
Create new BuyerAssist contacts from Pipedrive activities
Details
Try it
Pipedrive + BuyerAssist
Create opportunities in BuyerAssist for new Klaviyo events
Details
Try it
Klaviyo + BuyerAssist
Add new Klaviyo events to BuyerAssist as contacts
Details
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Klaviyo + BuyerAssist
Create new BuyerAssist companies from incoming Close opportunities
Details
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Close + BuyerAssist

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact (Relationship Map)
Triggers when a new contact is created on Relationship map.
Trigger
Instant
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New Mutual Success Plan
Triggered when a new Mutual Success Plan is created.
Trigger
Instant
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New Task
Triggered when a new task is created in Mutual Success Plans.
Trigger
Instant
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Updated Methodology Details in BuyerAssist
Triggered when a Methodology Details is updated.
Trigger
Instant
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- MSP ID
  Required
- Notes ID
  Required
- Comment
  Required
Action
Write

- Company ID
  Required
- Email
- First Name
- Last Name
- Title
- Source ID
- Source System
  Required
Action
Write
- Template ID
- Company Id
- Company name
  Required
- Display name
  Required
- Opportunity/Deal Id
- Mutual Success Plan Name
  Required
- Mutual Success Plan Start Date
  Required
- Mutual Success Plan Close Date
  Required
Action
Write

- MSP ID
  Required
- Milestone ID
  Required
- Task Name
  Required
- Task Due Date
  Required
- Task Description
  Required
- Is Internal
Action
Write
- Company ID
  Required
- Company Name
- Display Name
Action
Write
- Opportunity ID
  Required
- Opportunity Name
  Required
- Account ID
- Amount
- Description
- Stage Name
- Close Date
- Source System
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Task ID
  Required
- MSP ID
  Required
- Task Status
  Required
Action
Write
- Search property name
  Required
- Search property Value
Action
Search
- MSP ID
  Required
- Milestone Name
  Required
Action
Search
- Company ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- MSP ID
  Required
Action
Search
- User Email
  Required
Action
Search
- OPP ID
  Required
Action
Search
- Opportunity ID
  Required
Action
Search
- Search property name
  Required
- Search property Value
- Company Name
  Required
- Source ID
- Source System
  Required
- External ID
Action
Search or write
- MSP ID
  Required
- Milestone Name
  Required
- Milestone Template ID
- Milestone Start Date
  Required
- Milestone End Date
  Required
- is Internal
  Required
Action
Search or write

New Assignee
Triggered when User Add or Update Task assignee.
Trigger
Instant
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New Opportunity
Triggered when a new opportunity is created in Mutual Success Plans.
Trigger
Instant
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New Contact
Triggered when a new contact is created in BuyerAssist.
Trigger
Instant
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Updated Task in Mutual Success Plan
Triggered when a task in Mutual Success Plans is updated.
Trigger
Instant
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- Company Name
  Required
- Source ID
- Source System
  Required
- External ID
Action
Write
- MSP ID
  Required
- Milestone Template ID
- Milestone Name
  Required
- Milestone Start Date
  Required
- Milestone End Date
  Required
- is Internal
  Required
Action
Write
- Opportunity Name
  Required
- Account ID
  Required
- Stage Name
- Amount
- Description
- Close Date
- Source System
  Required
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Company ID
  Required
- Email
  Required
- First Name
- Last Name
Action
Write
- Contact ID
  Required
- Company ID
- Email
- First Name
- Last Name
- Title
- Source ID
Action
Write
- MSP ID
  Required
- Task ID
  Required
- Task Name
- Task Due Date
- Task Description
- is Internal
Action
Write
- Contact ID
  Required
- Email
- First Name
- Last Name
Action
Write
- Search property name
  Required
- Search property Value
Action
Search
- Search property name
  Required
- Search property Value
Action
Search
- External Company ID
  Required
Action
Search
- MSP ID
  Required
Action
Search
- MSP ID
  Required
- Milestone ID
  Required
Action
Search
- MSP ID
  Required
Action
Search
- External Opportunity ID
  Required
Action
Search
- MSP ID
  Required
- Task ID
  Required
Action
Search
- Search property name
  Required
- Search property Value
- Company ID
  Required
- Email
- First Name
- Last Name
- Title
- Source ID
- Source System
  Required
Action
Search or write
- Search property name
  Required
- Search property Value
- Opportunity Name
  Required
- Account ID
  Required
- Stage Name
- Amount
- Description
- Close Date
- Source System
  Required
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Search or write

BuyerAssist Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About BuyerAssist

BuyerAssist is a buyer engagement platform that enables you to provide your buyers with a single, integrated, collaborative engagement interface throughout their journey.

HelpHelp

Related categories

Sales & CRM

BuyerAssist Integrations

Put BuyerAssist to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create BuyerAssist contacts from new or updated HubSpot companies

Create BuyerAssist companies from newly created or updated HubSpot companies

Create BuyerAssist opportunities for new HubSpot contacts

Create BuyerAssist companies from new or updated ActiveCampaign contacts

Create BuyerAssist contacts from new or updated ActiveCampaign contacts

Create opportunities in BuyerAssist for new or updated contacts in ActiveCampaign

Create BuyerAssist contacts from new or updated HubSpot companies

Create BuyerAssist companies from newly created or updated HubSpot companies

Create BuyerAssist opportunities for new HubSpot contacts

Create BuyerAssist companies from new or updated ActiveCampaign contacts

Create BuyerAssist contacts from new or updated ActiveCampaign contacts

Create opportunities in BuyerAssist for new or updated contacts in ActiveCampaign

Create new BuyerAssist opportunities from new Pipedrive leads

Create new BuyerAssist companies from Pipedrive activities instantly

Create new BuyerAssist contacts from Pipedrive activities

Create opportunities in BuyerAssist for new Klaviyo events

Add new Klaviyo events to BuyerAssist as contacts

Create new BuyerAssist companies from incoming Close opportunities

Create new BuyerAssist opportunities from new Pipedrive leads

Create new BuyerAssist companies from Pipedrive activities instantly

Create new BuyerAssist contacts from Pipedrive activities

Create opportunities in BuyerAssist for new Klaviyo events

Add new Klaviyo events to BuyerAssist as contacts

Create new BuyerAssist companies from incoming Close opportunities

Supported triggers and actions

BuyerAssist Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular BuyerAssist Integrations

Popular BuyerAssist Integrations

BuyerAssist Integrations

Put BuyerAssist to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create BuyerAssist contacts from new or updated HubSpot companies

Create BuyerAssist companies from newly created or updated HubSpot companies

Create BuyerAssist opportunities for new HubSpot contacts

Create BuyerAssist companies from new or updated ActiveCampaign contacts

Create BuyerAssist contacts from new or updated ActiveCampaign contacts

Create opportunities in BuyerAssist for new or updated contacts in ActiveCampaign

Create BuyerAssist contacts from new or updated HubSpot companies

Create BuyerAssist companies from newly created or updated HubSpot companies

Create BuyerAssist opportunities for new HubSpot contacts

Create BuyerAssist companies from new or updated ActiveCampaign contacts

Create BuyerAssist contacts from new or updated ActiveCampaign contacts

Create opportunities in BuyerAssist for new or updated contacts in ActiveCampaign

Create new BuyerAssist opportunities from new Pipedrive leads

Create new BuyerAssist companies from Pipedrive activities instantly

Create new BuyerAssist contacts from Pipedrive activities

Create opportunities in BuyerAssist for new Klaviyo events

Add new Klaviyo events to BuyerAssist as contacts

Create new BuyerAssist companies from incoming Close opportunities

Create new BuyerAssist opportunities from new Pipedrive leads

Create new BuyerAssist companies from Pipedrive activities instantly

Create new BuyerAssist contacts from Pipedrive activities

Create opportunities in BuyerAssist for new Klaviyo events

Add new Klaviyo events to BuyerAssist as contacts

Create new BuyerAssist companies from incoming Close opportunities

BuyerAssist Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular BuyerAssist Integrations

Popular BuyerAssist Integrations

Connect Your App Accounts to Zapier